1. What is your age?
2. Do you support any children? How many?
3. Do you currently own a small business, or plan to start one?
4. On a scale of 1-5, how confident are you in your personal finances?
Choose 5 to indicate high confidence, 1 to indicate low confidence
5. What are some recent concerns you have with your finances?
(please drag items and rank from high to low)
Drag items here
- Buying or refinancing a home
- Paying for college
- Credit cards and payment types
- My Budget
- Building Credit